Best Investors
Account
Sign in
Best Investors
Account
Sign in
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-28 |
| WA | RA | APPROVED | 2022-10-06 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
1919 N Pearl Street Suite B-2, Tacoma, WA 98406 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Puyallup | WA | 07/2012 | 01/2019 |
| Lpl Financial, Llc | Tacoma | WA | 01/2019 | 08/2024 |
| Triad Investment Management | Tacoma | WA | 01/2019 | 09/2022 |
| Merit Financial Advisors | Alpharetta | GA | 09/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1 - Merit Financial Advisors; Yes; At Registered Location; RIA; IAR; 09/2022; 160; 130; Service Clients. 2 - Fixed Insurance; No; At Registered Location; Fixed/Traditional Insurance; Agent; 08/2024; 10; 10; Sales of Fixed/Traditional Insurance products. 3 - Chinook Services LLC; No; 2120 11th Ave NW Puyallup, WA 98371; Operating LLC/Support Company; Owner; 01/2022; 1; 0; Finance and Accounting - Business Entity for Tax/Investment purposes only. 4 - PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-05-04 |
Reach out to this advisor